We are live on ! Find out more
SNOW icon

Snowflake

Name Holding Trade Value Shares
Change
Change in
Stake
OHWP
651
Oak Harbor Wealth Partners
North Carolina
$458K -$50.5K -342 -9%
GJWM
652
Gilliland Jeter Wealth Management
Arkansas
$455K +$75.9K +514 +18%
PTC
653
Petrus Trust Company
Texas
$454K +$496K +3,361 New
ACS
654
Archford Capital Strategies
Illinois
$454K +$88K +596 +22%
WPC
655
Wedmont Private Capital
Pennsylvania
$453K +$492K +3,334 New
IVP
656
Intrinsic Value Partners
Arizona
$452K
NFSG
657
Newbridge Financial Services Group
Florida
$451K +$107K +722 +28%
Fifth Third Bancorp
658
Fifth Third Bancorp
Ohio
$451K +$42.1K +285 +9%
CI
659
Cigna Investments
Connecticut
$448K +$7.09K +48 +1%
FAIM
660
Financial Advocates Investment Management
Washington
$443K +$66.2K +448 +16%
DA
661
DCF Advisers
Connecticut
$439K +$480K +3,250 New
SI
662
Stephens Inc
Arkansas
$439K +$31.5K +213 +7%
FRA
663
Frank Rimerman Advisors
California
$438K +$136K +924 +40%
CPW
664
Catalyst Private Wealth
California
$436K +$16.4K +111 +4%
CMG
665
Cavalry Management Group
California
$430K +$470K +3,181 New
BPA
666
Beacon Pointe Advisors
California
$428K -$8.86K -60 -2%
RGI
667
River Global Investors
United Kingdom
$423K -$6.2K -42 -1%
MFG
668
Merit Financial Group
Georgia
$421K +$195K +1,319 +73%
SN
669
Sittner & Nelson
Oregon
$421K +$39.9K +270 +9%
AA
670
Ancora Advisors
Ohio
$421K +$292K +1,976 +174%
DWP
671
Daymark Wealth Partners
Ohio
$419K +$23.3K +158 +5%
WSFS
672
Wilmington Savings Fund Society
Delaware
$419K
AWA
673
Alta Wealth Advisors
Massachusetts
$417K -$18.3K -124 -4%
MWM
674
Modern Wealth Management
Kansas
$417K +$455K +3,084 New
RH
675
RFG Holdings
Texas
$416K +$227K +1,540 +100%